People, companies, and deals with every call, text, meeting, email, and form fill already on them. Quote it, sign it, and get paid without leaving the deal.
You're not stitching a CRM to a phone system, an e-sign tool, a payment connector, and a help desk. A prospect calls, a bot books the visit and notes it on the record, and the rep sends the proposal from that same deal.
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A rep dials from the record and the call's already on the timeline. A lead fills a form, and the answers write to their record and move the score. The account team talks the deal through in chat, the thread stays pinned to it, and support opens the same record the account executive works.
The proposal fills in from the deal, the person, and the company. The rep sends it by email or SMS to be signed and paid in one go, or opens it on an iPad on site and leaves with it signed.
Built from the deal and the people on it.
A binding e-signature, sent by email or SMS or signed in person.
On the send, or on the callback: whoever takes the call confirms the amount and collects it.
The signed copy comes back by fax, and a workflow reads the pages into the record.
People, companies, and deals, laid out the way your team sells, with saved views for every rep and the last touch on every row.
Phone numbers and emails are channels, and a lead score fires a workflow when it crosses your line. A form submission can also create a routed task in a queue, not just a record, so a rep follows up instead of a lead sitting unassigned.
Every person, deal, ticket, and conversation at the account, rolled up on the company.
The rep drags a deal forward, opens it, and calls the buyer from the card.
Each person and company carries a feed of changes and comments, and shared notes the team edits in place.
Add the objects your business runs on and let a change fire the next step. A bot answering the queue books the visit and updates the person and the deal, and its permission set decides which record types it can touch.
When the deal closes, onboarding starts from your template instead of a blank page. The team tracks each item and logs the work, workflows send the email or open the next item as things move, and the customer follows along in their own portal. Partners register deals in theirs, and you approve them in yours.
Yes. A bot books the appointment, updates the person and the deal, and takes the payment through the payment step. Its notes and edits show in the record's feed like anyone else's.
Yes. Add custom objects and fields, relate them to people, companies, and deals, and give each team its own record types and layouts. Layouts, reports, and workflows are point and click. When you want code, triggers run plain JavaScript and queries run in UOQL.
No. Calls, texts, email, meetings, and form fills show up on the person and the company as they happen, and a bot's notes arrive the same way.
You open an object to a team, then set read, write, and update rights per record type. A bot gets its rights from a permission set, just like a rep.
Your 30-day trial opens with sample data already loaded. Call a lead from the record, drag the deal a stage, and send the proposal for signature before you load a single contact of your own.